Datplan DataPullDatplan
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Related Products
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About
INTEGRATION: Integrate systems using a simple to operate point and click interface. Access full target system schemas to map and transform source data on a scheduled or ad hoc basis.
TRANSFORMATION: Powerful mapping for data transformation, including querying target system in the mapping to enable any transformation imaginable into the source systems.
MAINTENANCE: Full cron scheduling of jobs including customisable system downtime, dependencies between connections and deployment via email to allow self-service within the business.
PIPELINES: powerful pipeline automation. Define reports, queries or file matches, complex conditions, filters & and schedules to push data to and from your business systems.
CONNECT ANY SOURCE TO ANY TARGET: Salesforce schema, Salesforce reports, Webhooks, SOQL, Google Drive, FTP, MySQL, SQLServer, Snowflake, Onedrive, Dynamics 365, Google Analytics, Exasol, AWS S3, Local files, Eloqua, Smartsheet, ServiceNow, Email & more...
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About
Datplan DataPull extracts supported Xero, QuickBooks Online, TallyPrime and HubSpot data, then prepares related reporting tables and BI-ready models on Windows. Companies House discovery is also available.
Accountants, finance teams and consultants can report in-house or deliver recurring client reporting. Use Excel, Power BI, Tableau or Qlik, build custom desktop dashboards, or use Datplan's ready-made browser reports online or offline. Share browser reports through an authorised OneDrive or SharePoint folder with Microsoft permissions.
Features include CSV/JSON exports, reconciliation information, Audit Analytics and scheduled updates on supported plans. Source records are prepared locally, outside a Datplan cloud data warehouse. Each company/source stays separate; updates depend on source support.
The app and demo data are free; live-source plans are paid. TallyPrime/company and the Windows PC must be available for acquisition. Provider licences and limits apply.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Not Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Administrators, CRM Managers, IT Managers, Consultants
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Audience
Accountants, bookkeepers, finance teams, reporting consultants and BI professionals who need repeatable management reporting for their own business or their clients.
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$100/month/user
Free Version
Not Supported
Free Trial
Supported
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Pricing
Free demo; paid source plans
The Windows app and included demo data are free. A paid source plan is required to connect live business data. Price, currency, billing period, allowance and scheduling depend on the source and plan. Compare current source plans on the Datplan website. Provider licences and limits still apply.
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationCONVAYR
Founded: 2014
www.convayr.com
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Company InformationDatplan
Founded: 2017
www.datplan.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Amazon S3
Supported
Eloqua
Supported
Exasol
Supported
Google Analytics
Supported
Google Drive
Supported
HubSpot CRM
Not Supported
Microsoft 365
Supported
Microsoft OneDrive
Supported
MySQL
Supported
QuickBooks Online
Not Supported
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Integrations
Amazon S3
Not Supported
Eloqua
Not Supported
Exasol
Not Supported
Google Analytics
Not Supported
Google Drive
Not Supported
HubSpot CRM
Supported
Microsoft 365
Not Supported
Microsoft OneDrive
Not Supported
MySQL
Not Supported
QuickBooks Online
Supported
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